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August 11, 2015 09:00 ET | Source: FolioDynamix

Ziegler Wealth Management Selects FolioDynamix Turnkey Asset Management Platform and Advisory Services

NEW YORK, Aug. 11, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Ziegler Wealth Management has selected the...
December 15, 2014 09:00 ET | Source: FolioDynamix

Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform

NEW YORK, Dec. 15, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based technology, content and advisory services for managing the full investment and wealth advisory lifecycle,...